🎓 Talent development for the AI-era firm
Free, structured training for accountants and firm teams putting AI to work — organized into learning tracks, with copy-paste prompt playbooks and browser tools alongside. Vendor-neutral, and built to be safe with client data.
Most "AI for accountants" content is either hype or a tool demo. The Academy is different: it's a curriculum. Start with the foundations, learn to work safely with client data, then move into the workflows that actually eat your week — reconciliations, close, client comms, and advisory. Each track pairs short lessons with the prompts and tools to apply them the same day.
Whether you're a solo preparer leveling up or a firm owner developing a team, work through it in order or jump to what you need. Everything here is free and ungated.
Five tracks, from first principles to firm-wide rollout. New modules ship regularly — subscribe to hear when each lands.
What today's AI actually does, where it fits in a practice, and how to get reliable output instead of confident nonsense.
The non-negotiable track. Confidentiality, §7216, and the practical habits that keep client PII out of the wrong places.
Put AI to work on the recurring grind — reconciliations, the month-end close, and spotting what doesn't look right.
The judgment work software won't do — turning numbers and notices into clear client conversations that build advisory revenue.
Taking AI from one power user to the whole team — adoption, ROI, and developing staff for an AI-era practice.
The applied half of the Academy: 7 copy-paste AI workflows for Claude & Gemini, each PII-safe and ready to reuse.
Client tax-prep assistant, reconciliation investigator, collections sequences, plain-English explainers, variance analysis, close review, and 1099 checks.
Browse all 7 →Scan and redact client PII — SSNs, EINs, card & account numbers — before pasting anything into an AI tool.
Open the tool →Instant, no-signup calculators and utilities that run entirely in your browser — nothing is uploaded.
Fill it in, download a clean PDF. Totals do themselves.
Open →Estimate 2026 quarterly estimated-tax payments for 1099 / self-employed filers.
Open →Log trips and total the deduction with the 2026 IRS rates.
Open →Bucket open invoices by days past due and see total AR at a glance.
Open →Every Friday: the week in AI + accounting tech, plus a heads-up when the next Academy module goes live.